IYE icon

iShares US Energy ETF
IYE

Overview Fund Activity

388 hedge funds and large institutions have $3.01B invested in iShares US Energy ETF in 2022 Q1 according to their latest regulatory filings, with 82 funds opening new positions, 137 increasing their positions, 115 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
388
Holders Change
+38
Holders Change %
+10.86%
% of All Funds
6.14%
Holding in Top 10
9
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+800%
% of All Funds
0.14%
New
82
Increased
137
Reduced
115
Closed
35
Calls
$6.74M
Puts
$266K
Net Calls
+$6.48M
Net Calls Change
+$5.67M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$145M
2
AC
2
Allstate Corporation
Illinois
$23.8M
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$24.8M
4
Morgan Stanley
4
Morgan Stanley
New York
$236M
5
SFI
5
SPC Financial Inc
Maryland
$20.3M

Top Sellers

1
BlackRock
1
BlackRock
New York
$214M
2
BCM
2
Brookstone Capital Management
Illinois
$8.71M
3
5L
3
55I LLC
Massachusetts
$29M
4
MC
4
McMorgan & Co
California
$0
5
Citadel Advisors
5
Citadel Advisors
Florida
$429K
Name Holding Trade Value Shares
Change 		Shares
Change %
WWM
226
Western Wealth Management
Colorado
$398K +$11K +269 +3%
WCM
227
WealthBridge Capital Management
Ohio
$398K +$398K +9,737 New
PPW
228
Pinnacle Private Wealth
Massachusetts
$396K +$57.5K +1,406 +17%
CAN
229
Claraphi Advisory Network
United States
$393K – – –
KA
230
Kovack Advisors
Florida
$391K +$21.5K +526 +6%
CCFM
231
Clear Creek Financial Management
Washington
$390K +$82 +2 +0%
Susquehanna International Group
232
Susquehanna International Group
Pennsylvania
$384K -$493K -12,052 -56%
PNC Financial Services Group
233
PNC Financial Services Group
Pennsylvania
$384K +$98.1K +2,398 +34%
HIM
234
Hanlon Investment Management
New Jersey
$377K +$18.1K +442 +5%
MPW
235
MA Private Wealth
California
$362K +$362K +8,838 New
NCM
236
Narwhal Capital Management
Georgia
$361K – – –
WS
237
Wedbush Securities
California
$359K +$359K +8,783 New
VAS
238
Vestmark Advisory Solutions
Massachusetts
$355K +$25.1K +615 +8%
APA
239
American Portfolios Advisors
New York
$348K +$52.3K +1,279 +18%
CFG
240
Cooper Financial Group
California
$348K +$11K +269 +3%
SP
241
Successful Portfolios
Florida
$347K -$23.6K -576 -6%
FA
242
FDx Advisors
Illinois
$344K +$344K +8,400 New
SFG
243
Sovereign Financial Group
Connecticut
$342K +$342K +8,362 New
MA
244
MCF Advisors
Kentucky
$341K +$341K +8,336 New
LA
245
Latitude Advisors
Florida
$341K +$341K +8,338 New
KPWS
246
Kestra Private Wealth Services
Texas
$336K -$8.02K -196 -2%
WPWM
247
Windward Private Wealth Management
Kansas
$330K -$55.2K -1,351 -14%
RJT
248
Raymond James Trust
Florida
$317K +$317K +7,745 New
WDL
249
Well Done LLC
Michigan
$310K -$616K -15,083 -67%
CCA
250
Cadent Capital Advisors
Oklahoma
$307K – – –
8 9
10
11 12